From CSV to Airtable: Part 4 - Cleaning Up The Purchase Tracker
Part 4 of "From Spreadsheet To Airtable" I’m moving into the purchase tracker in this one and starting to tighten up how purchase data should actually work inside the base. This is where the system starts becoming more usable because the fields, IDs, linked records, and cost calculations begin working together in a more intentional way. → Part 4 - Cleaning Up The Purchase Tracker In this one, you’ll see: - how I set up a PO numbering system with formulas and auto numbers - where auto numbers are helpful and where they can get a little tricky - how I connect suppliers and inventory into the purchase tracker - when I would use linked records versus when I might want hard-coded historical data - how I think through total cost calculations and naming things more clearly A big part of this one is seeing how small setup decisions can affect everything that comes after, especially when you are working across related tables. If you watch it, what stood out to you most? Any tips you’ve learned around purchase tracking, naming conventions, or deciding between dynamic fields and historical records?